Forum Discussion
Hi KLAIR,
Thank you so much for your post and welcome to the Community Forum! Sorry to hear if you are having problems with your report and thanks for the information. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response.
The General ledger report lists all the transactions that have been applied to an account for a specified period.
- Go to the Reporting menu and choose Reports .
- Click to open the General ledger report.
- Filter the report as required:
- Set a period to view
- Choose the accounts to include
- Select an Accounting method:
- Cash to calculate the values on the report as at the dates that money was received or paid
- Accrual to calculate values as at the dates that invoices or bills were issued.
- Click Report options for additional filters.
- View details of a journal.
- Click the dropdown arrow for a displayed account to view its transactions.
- Click a transaction's Balance amount to see its details in a new browser tab.
You can also visit this help article: Business reports
Feel free to post again, we're happy to help.
Regards,
Earl
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